Notes & Cases

Showing 318 of 2014

Require linked appointment when saving Progress Notes

As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.

Guest over 5 years ago in Notes & Cases 2 Future consideration

3 VOTE

Keep Signature History in Progress Notes

I sometimes have to unsign progress notes in order to change the service location for secondary claims or re-submitting claims. When our therapists re-sign the notes it appears that they signed the note days, weeks, or even months after the appoin...

Guest over 3 years ago in Notes & Cases 0 Future consideration

2 VOTE

Display summary of dynamic client/case form

If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.

Guest over 2 years ago in Notes & Cases 1 Future consideration

1 VOTE

Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.

Guest about 1 year ago in Notes & Cases 1 Future consideration

3 VOTE

Allow special characters in treatment plan interventions

When I create a treatment plan and type an intervention, allow me to include parentheses.

Guest over 3 years ago in Notes & Cases 1 Future consideration

4 VOTE

Add a floating save button to custom form editor

When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...

Guest over 4 years ago in Notes & Cases 0 Future consideration

3 VOTE

Modify verbiage in eating disorder section of Wiley Treatment Planners

The eating disorders section of the Wiley Treatment Planners uses some terms that are problematic such as "obesity" and "BMI". Change these in the system so I don't have to edit them every time I create a treatment plan.

Guest over 3 years ago in Notes & Cases 2 Will not implement

3 VOTE

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...

Guest over 3 years ago in Notes & Cases 0 Future consideration

2 VOTE

Show which progress notes have an addendum

When viewing a client's list of progress notes, allow me to see which notes have an addendum.

Guest over 2 years ago in Notes & Cases 1 Future consideration

3 VOTE

Set supervisor requirements per payer

Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.

Guest over 3 years ago in Notes & Cases 2 Future consideration

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